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Portfolio (Quarterly) Guide ↗

Dynamic Advisor Solutions LLC

· CIK 0001599747
13F Portfolio $3.1B AUM 932 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 79 New 277 Added 490 Reduced 79 Exited
Page 20 of 25  ·  490 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 PEY INVESCO EXCHANGE TRADED FD T 19,955.0 $407K 0.01% -506.0 -2.5% $20.39 +8.2%
382 WPC WP CAREY INC Real Estate 6,281.0 $404K 0.01% -906.0 -12.6% $64.36 +16.5%
383 TT TRANE TECHNOLOGIES PLC Industrials 1,037.0 $404K 0.01% -3K -75.3% $389.21 +16.1%
384 GDX VANECK ETF TRUST 4,689.0 $402K 0.01% -423.0 -8.3% $85.78 +0.3%
385 SSNC SS&C TECHNOLOGIES HLDGS INC Technology 4,589.0 $401K 0.01% -3K -36.7% $87.42 -23.1%
386 PKG PACKAGING CORP AMER Consumer Cyclical 1,942.0 $401K 0.01% -114.0 -5.5% $206.28 +3.4%
387 USFR WISDOMTREE TR 7,925.0 $399K 0.01% -1K -11.4% $50.32 +0.3%
388 AVTR AVANTOR INC Healthcare 34,796.0 $399K 0.01% -2K -5.5% $11.46 -31.3%
389 VMBS VANGUARD SCOTTSDALE FDS 8,380.0 $395K 0.01% -895.0 -9.7% $47.08 -1.2%
390 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,414.0 $389K 0.01% -32.0 -2.2% $275.32 +172.8%
391 GIS GENERAL MLS INC Consumer Defensive 8,331.0 $387K 0.01% -845.0 -9.2% $46.50 -28.0%
392 SPHD INVESCO EXCH TRADED FD TR II 8,022.0 $385K 0.01% -1K -14.2% $48.00 +4.5%
393 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 10,305.0 $381K 0.01% -4K -27.1% $37.00 -11.3%
394 WEC WEC ENERGY GROUP INC Utilities 3,614.0 $381K 0.01% -1K -27.4% $105.46 +4.9%
395 DXCM DEXCOM INC Healthcare 5,721.0 $380K 0.01% -55.0 -0.9% $66.37 +8.3%
396 NUMG NUSHARES ETF TR 7,584.0 $362K 0.01% -14K -65.0% $47.74 -4.5%
397 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,229.0 $361K 0.01% -640.0 -34.2% $293.58 +4.3%
398 USB US BANCORP DEL Financial Services 6,748.0 $360K 0.01% -471.0 -6.5% $53.36 +2.1%
399 TW TRADEWEB MKTS INC Financial Services 3,340.0 $359K 0.01% -288.0 -7.9% $107.54 -0.8%
400 VCRB VANGUARD MALVERN FDS 4,604.0 $359K 0.01% -10K -69.5% $77.89 -1.5%
Page 20 of 25  ·  490 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.3%
Financial Services 20.1%
Consumer Cyclical 9.8%
Communication Services 8.3%
Industrials 8.3%
Healthcare 7.8%
Consumer Defensive 5.1%
Energy 3.8%
Utilities 2.9%
Real Estate 1.9%